Atlas Fiduciary Financial, LLC

I cannot be happier with my experience with Atlas Fiduciary. My wife and I started working with Laura and Steve after some major life events, and they went to great lengths to understand us and our needs. They're not like any other investment advisor we've worked with. We made a plan together, and they've implemented it based on science, not hunches. I'm a numbers guy, and that discipline really appealed to me. I subsequently moved my Mom's assets to their management as well, and would definitely repeat!
Nov 29th, 2023

I felt very comfortable with the professionalism exhibited by Atlas managing our investments. To date, it has proven very beneficial.
Sep 13th, 2023

12 years ago after a series of financial advisors and unfulfilled financial gains, we embarked on a new search for the RIGHT FIT. After 9 interviews, we discovered and hired Laura. We were so impressed with her that when she left N.J. to start Atlas Fiduciary we followed her. We recently relocated to Sarasota and Laura is helping us with transitioning from NJ to Florida. She is guiding us through estate planning a new home purchase and budgeting needs. She leaves no stone unturned!
Mar 12th, 2023

We hired Atlas as a fee only CFP to review our financial health. Both Laura and Alison did a wonderful job. They were thorough, offered great suggestions for improvements and took the time to answer all of our questions. Their fee was reasonable. Highly recommended!
Feb 19th, 2022

We cannot be more pleased with the service that Laura, Steve and the Atlas Fiduciary team have provided. After years of DIY financial planning, we realized it was finally time to hire a professional as we headed into retirement. The options were overwhelming, but one person consistently stood out in our comparative research, and that was Laura Mattia. Once we met with Laura and her team, we understood why that was so. While their professionalism and knowledge is unparalleled, two other factors are even more important to us. First, they listen to us and work hard to always understand our (ever-changing) needs, concerns and ideas. But, more importantly, they are trustworthy. We have absolutely no worries with Atlas Fiduciary Financial guiding our investments and financial decisions. We have referred them to several people and they are as thrilled with Atlas as we are.
Nov 10th, 2021